Enduring Financial offers ongoing comprehensive financial planning and project-based/hourly financial planning. Ongoing planning includes business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, life planning, retirement planning, risk management, and tax planning strategies. Investment management is included with ongoing financial planning. The firm may use outside managers and participates in Altruist Model Marketplace and Betterment Advisor Solutions.
Fee Structure
Investment management is included at no additional fee for clients participating in Enduring Financial's ongoing comprehensive financial planning service. If an outside manager is used, their fees will be deducted directly from the client's account, but the combined fee will not exceed 3% of the value of the account.